Purchases and Sales Made in Q4 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD UTILITIES ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.8K+ 145.23% |
$510K - $601K
|
6.42K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.79K+ 129.11% |
$508K - $599K
|
6.72K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
3.61K+ 9.77% |
$484K - $570K
|
40.5K
$6.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 6.97% |
$477K - $562K
|
54.6K
$9.05M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.42KNew |
$459K - $541K
|
3.42K
$567K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.39K+ 6.84% |
$455K - $536K
|
53K
$8.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.38KNew |
$453K - $534K
|
3.38K
$560K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
3.31K+ 15.02% |
$444K - $523K
|
25.3K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.3KNew |
$442K - $521K
|
3.3K
$547K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.2K+ 31.94% |
$430K - $506K
|
13.2K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.06K+ 22.7% |
$411K - $485K
|
16.6K
$2.75M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.99K+ 21.14% |
$401K - $472K
|
17.1K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95K+ 34.97% |
$396K - $466K
|
11.4K
$1.89M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.84KNew |
$381K - $449K
|
2.84K
$471K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.83K+ 15.7% |
$380K - $447K
|
20.8K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.78KNew |
$373K - $440K
|
2.78K
$461K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.66K+ 9.97% |
$357K - $421K
|
29.3K
$4.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.62K+ 12.95% |
$351K - $414K
|
22.8K
$3.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.44KNew |
$327K - $386K
|
2.44K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.43K+ 169.08% |
$326K - $384K
|
3.86K
$641K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.38KNew |
$319K - $376K
|
2.38K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.31K+ 92.96% |
$310K - $366K
|
4.8K
$796K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.3KNew |
$308K - $363K
|
2.3K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.25KNew |
$301K - $355K
|
2.25K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.22KNew |
$298K - $351K
|
2.22K
$368K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 20.93% |
$297K - $350K
|
12.8K
$2.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.09K+ 23.79% |
$280K - $330K
|
10.9K
$1.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.05KNew |
$275K - $324K
|
2.05K
$340K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$268K - $316K
|
2K
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2KNew |
$268K - $316K
|
2K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.97K+ 366.98% |
$264K - $311K
|
2.5K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.93KNew |
$259K - $306K
|
1.93K
$321K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.9KNew |
$255K - $301K
|
1.9K
$315K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.82KNew |
$244K - $288K
|
1.82K
$302K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.78KNew |
$238K - $281K
|
1.78K
$295K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
1.77KNew |
$238K - $280K
|
1.77K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.74KNew |
$233K - $274K
|
1.74K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.7K+ 100.0% |
$228K - $269K
|
3.4K
$564K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
1.7KNew |
$228K - $269K
|
1.7K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.7KNew |
$228K - $268K
|
1.7K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.68KNew |
$225K - $265K
|
1.68K
$278K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$223K - $263K
|
1.66K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.66KNew |
$222K - $262K
|
1.66K
$275K
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
1.61K+ 2.1% |
$216K - $254K
|
78.1K
$12.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$215K - $253K
|
1.6K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.6KNew |
$215K - $253K
|
1.6K
$265K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.54KNew |
$207K - $244K
|
1.54K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53K+ 11.03% |
$205K - $242K
|
15.4K
$2.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.53K+ 16.77% |
$205K - $242K
|
10.6K
$1.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.5KNew |
$202K - $238K
|
1.5K
$249K
|